David Hill

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Recent activity by David Hill Recent activity Votes
  • Uploading Change of Address form

    Follow the steps below to upload your completed Change of Address form, and the required additional identifiers, to your online account for processing. Login to the "Online Portal" Click the "Docu...

  • Outgoing Transfer To New Custodian

    Important Notes Regarding Transfer Documents: - All transfer request forms must be received within “15 days of YOUR dated wet signature" - All "Scanned Copies" of transfer paperwork must include a ...

  • Investment Documents Instructions

    The following article lists the required documentation to fund various investments, as well as, IRA titling requirements for documents. For each investment type you will need to login to the "Onlin...

  • Taking a Withdrawal, Distribution or RMD

    1. Login to the "Online Portal"     2. Click on the "Withdraw Funds" option and complete all fields:     3. If you already have a Bill Pay in the system you will be prompted to “Specify Vendor” w...

  • Transfer In Your Existing IRA (Cash)

    Follow the instructions below to create a Transfer Request, to transfer funds into your account from an existing retirement account elsewhere. Note: You must also complete and sign our "Custodial T...

  • Closing your account with Assets

    Complete a "WITHDRAWAL FORM" prior to starting your Direction of Investment. Then utilize the instructions below to complete your online DOI withdrawal and attach your document. List all assets and...